Representing Educating Connecting Serving
Independent Financial Advisors
for over 30 years

Voice at the table We have a voice at the table when policy decisions impacting your business are discussed.
NEW! AML-ATF Course launching Monday, June 18th, 2018!
Regulatory changes Stay on top of regulatory changes, compliance requirements, and news from the Canadian financial services sector.
Saving money Our members save money on the products and services that support financial services businesses.
Continuing education We provide financial advisors with the Continuing Education credits they need to stay knowledgeable and licensed.

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Upcoming events

IFB 2018 Saskatoon Regional Event

Sep 26th 2018
Saskatoon, Saskatchewan

Earn continuing education credits, speak with financial services experts, and meet fellow brokers in your area. IFB’s

Details & register

IFB 2018 BC Fall Summit

Oct 23rd 2018
Richmond, British Columbia

NEW LOCATION! River Rock Casino Resort 8811 River Rd Richmond, BC V6X 3P8 Strengthen your knowledge of the Canadian

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IFB 2018 Toronto Fall Summit

Nov 6th to Nov 7th, 2018
Mississauga, Ontario

Further your understanding of the financial services landscape by hearing from speakers and organizations that know the

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IFB 2018 Alberta Fall Summit

Nov 20th 2018
Calgary, Alberta

IFB brings seasoned professionals and industry expects face-to-face with independent brokers at our Alberta Summit. Brokers

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IFB 2018 Ottawa Regional Event

Sep 18th 2018
Ottawa, Ontario

IFB’s Ottawa Regional Event offers financial brokers valuable continuing education credits, seminars on the latest

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Latest industry news

Saving money

21st Jun 2018

IFB Staff

IFB responds to CSA announcement on its harmonized response to concerns with the client-registrant relationship

June 21, 2018 IFB welcomes the announcement today that Canadian Securities Administrators (CSA) members have reached agreement on a set of reforms to enhance the relationships between investors, advisors and firms.  IFB says the CSA has presented a balanced set of reforms that will be positive for investors, while not harming market competition by introducing certain changes that would have had a disproportionately negative effect on smaller, independent firms and advisors. “In particular, IFB is pleased that the CSA has not proposed a ban all embedded commissions”, said Scott Findlay, IFB’s Chair. “At an OSC roundtable on this topic, I said that – as an advisor myself – I share with many IFB members the concern that a ban on […]

Full article

2018 Member Resources Now Available

Get unlimited access to customizable documents, templates, and forms for your business. Members have 24/7 access to all IFB members resources at no extra charge. Login and download our latest resources today.

About IFB

We are a national professional association that has served independent financial advisors across Canada for over 30 years. We believe that independent financial advice is valuable for Canadians, and we communicate that value to federal and provincial regulators on behalf of the licensed advisors we represent in order to help our industry grow and succeed.

We provide our members with regulatory support, advice, education, professional liability insurance and business services to help them run compliant and efficient practices.

I personally want to invite you to become a member of our expanding organization.

Nancy Allan, Executive Director